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#REITS
Dividend Dominator
TheAlphaThought
A sample $10,000 portfolio- Well diversified- Limited risk- CashflowKeep reading to unlock itIt might just give you some ideas (this is not financial advice) So you have $10,000Where do you
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Roland Schitt
PlaceboCapital
GS initiated on the CRE brokers today $CBRE $JLL $NMRK $CWKSome of the interesting data points below0/ Well positioned for the rebound1/ They're more diversified than people think. I didn't
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Vacancy Rate
VacancyRate
A lot of discussion whether it's better to own self storage directly, as a limited partner or via a public REIT. Clearly every real estate sub-sector has its nuances. A
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Nick Huber
sweatystartup
I've analyzed 5+ self storage deals per week for years.At this point I need two metrics and 3 mins on Google Maps:Asking $Revenue per monthIf its >20k square feet and
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David Madden
davidjmadden
Maybe... the way most economists tend think about the world is part of the problem? There's a lot of evidence out there on the impacts of the financialization of housing.
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๐ฌ๐ง n00b investor โ๐๐ Helping Beginners Invest
n00b_investor
The n00b Analysis - Tritax BigBox REITFTSE:BBOXTritax are a UK REIT specialising in large scale warehousesCustomers include:Amazon MorrisonsHowdens Co-OpArgos Along with 35 other customersNO exposure to office, retail or residential
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@ChrisRecker_AZA
ChrisRecker_AZA
1/ Normally a huge fan of $JPM Michael Cembalest, but today his remarks lacked context wrt one of the most honest and accurate economic commentators in our business--@EconguyRosie --by calling
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Jackie Brown
jackiebrownTO
1. Just finished my masterโs thesis on the role of financialization in abysmal #LongTermCare (#LTC) outcomes, where I exposed the web of perverse incentives that led to this mess. Here's
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Grizzled Trader
grizzledtrader
1/ Here is a long(ish) thread on why the possibility of repeated $GME-like short squeezes is bad for certain aspects of market structure. 2/ This is a complicated question, with
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Alex Vespoli
avespoli
In response to the WSJ article on Simon/Amazon and various questions, hereโs a thread on malls, their anchors, and options (and challenges) for redevelopment. (1/20)https://www.wsj.com/articles/amazon-and-giant-mall-operator-look-at-turni
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Nick Haschka
NickHaschka
Going to do a little SMB acquisition deal analysis in public. Based on searcher exchange ... Would love other thoughts... Searcher: I came across a nice landscaping business, had
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Genevieve Roch-Decter, CFA
GRDecter
Real Estate: Value Play or Value Trap? "$126 billion in commercial real estate will be forced to sell at distressed prices through 2022, more than the first 2 years after
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Ben DeJarnette
BenDJduck
We need to stop framing this as timber communities vs. spotted owls. The real tradeoff is b/w private interests (the right to make $$$ on federal lands) vs. public interests
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Nick Huber
sweatystartup
Every wealthy person ($2MM+ net worth) should have real estate exposure as a % of their portfolio.The key to investing in real estate as a limited partner:1. Understand the fundamentals
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Dividend Dominator
TheAlphaThought
Frequently Asked Investing Questions "Debunked" (PART 1)- A THREAD - 1."How much money do I need to start?"This question gets asked A LOTThe truth is there's no magical number for
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๐ง๐ต๐ฒ ๐๐ผ๐๐ณ๐๐น ๐ง๐ฟ๐ฎ๐ฑ๐ฒ๐ฟ ๐๐
TheJoyfulTrader
"Make money while you sleep"Everyone and their grandmothers have heard thisBut how do you make money while sleeping?Through assets. You only need one asset to do this. With so many
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